E9: Barbenheimer, market wobbles post Fed. Twitter is gone. X is here. Can X become a super app?
Description
Markets reach new highs before retreating intraday, post Fed announcement. Is this an ominous sign? Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss the market reversals, the latest inflation data and why we need to respect the tape. Twitter is gone. X is here. Can X become the super app that Elon Musk envisions? Most experts say no. But isn't what they said about EVs and space? What does X need to do to succeed?
Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors...
Published 11/20/23
X feed blowing up over AI. Techno-optimist manifesto promises tech and free markets will bring save us all. Biden issues EO to protect us from AI. UK hosts AI Safety Summit although all top AI firms are American. Does AI need to be regulated? Now? Will regulation foundation models stifle...
Published 11/08/23